+527.5%
APP vs DRI
+88.8%
+438.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | +4.6% | +1.1% | +3.5% | +4.1% |
| 30D | +56.0% | +9.7% | +46.3% | +49.6% |
| 3M | +30.8% | +3.2% | +27.7% | +28.5% |
| 6M | -9.8% | +20.6% | -30.4% | -18.6% |
| YTD | -39.3% | +28.3% | -67.5% | -48.2% |
| 1Y | -26.4% | +34.5% | -61.0% | -39.2% |
| 3Y | +887.9% | +66.5% | +821.4% | +568.9% |
| 5Y | +264.1% | +79.6% | +184.4% | +117.7% |
| All | +527.5% | +88.8% | +438.6% | +251.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling